See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,253 | $72,404+237.3% | $110,238+121.6% | $64,186+280.5% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | 1.47% | -6.29%+7.8pp | 314.74%-313.3pp | 7.63%-6.2pp |
| Employer contribution / active EE | $3,024 | $2,282+32.6% | $3,826-21.0% | $2,381+27.0% |
| Participant deferral / active EE | $5,040 | $3,469+45.3% | $4,672+7.9% | $3,470+45.3% |
| Admin fee / account holder | $9,532 | $5,664+68.3% | $8,547+11.5% | $4,888+95.0% |